Members and invitations

Invite people, set roles, and manage the team roster.

Reviewed 16 Oct 2026

What this is for

Projects belong to a team, not to a person. This page is the roster: who is on it, what they may do, and how a colleague gets a seat. Roles, view-only and the invitation link itself are covered in Roles, view-only, and invitations. This article is the work of running the list.

Steps

Name the firm

Open Members from the Team group in the sidebar.
The Team card holds the name and the Market. Market selects the currency, units, grid code, wiring standard and tariff sources this team works to. It is not a person's role.
Save team. A Designer does not see this card.

Keep the roster

Members lists each person, their role and when they joined. You are marked on your own row.
The Role column states each role. To change one, open the row's menu and pick Make Admin, Make Designer and so on; the role they already hold is not offered. It takes effect immediately. Only an Owner can grant or take ownership. An Admin cannot remove the Owner.
Remove from the team is on the row menu of anybody you may remove. You cannot remove yourself here - leaving is its own page, reached from Leave this team on your own row's menu when it is allowed. A row with nothing you may do to it has no menu.
The note on the card is seats used of seats allowed. An invitation is refused once the seats are full, even if the box is still there to type into. A team already over its plan (the count reads larger than the allowance) cannot add anyone until a seat is freed or the plan covers more.

Invite a colleague

Invitations, roles, view-only and the link itself are Roles, view-only, and invitations. On this page: enter a work email, pick a role, Send invitation. Outstanding invitations can be revoked from the row menu. Accepted, expired and revoked rows stay on the list as history.

Tips and common mistakes

A guest share is a link to one project, not a seat. Invite a colleague; share with a customer.
The team's projects stay with the team when somebody leaves or is removed. They do not follow the person.
The only Owner cannot leave until somebody else is Owner, or the team is erased. That refusal is explained on Roles, view-only, and invitations.